Fidelity Investments

Fidelity Investments Portfolio holdings

AUM $1.77T
1-Year Est. Return 30.81%
 

Fidelity Investments, founded in 1946 by Edward C. Johnson II and headquartered in Boston, Massachusetts, is one of the largest privately-held financial services firms in the world, managing hundreds of billions in assets. Known for its wide array of investment products, including mutual funds, retirement accounts, brokerage services, and wealth management, Fidelity caters to both individual investors and institutions with a reputation for strong customer service and innovative tools like its active trader platforms. The company pioneered direct-to-investor mutual fund sales, bypassing traditional brokers, and has since expanded into areas like cryptocurrency trading and commission-free stock trades. Still family-controlled by the Johnson family, Fidelity blends a legacy of traditional investing with a forward-looking approach to technology and market trends.

This Quarter Est. Return
1 Year Est. Return
+30.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$787B
AUM Growth
+$38.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,796
New
Increased
Reduced
Closed

Top Buys

1
+$2.24B
2
+$973M
3
+$838M
4
SNAP icon
Snap
SNAP
+$737M
5
JD icon
JD.com
JD
+$719M

Top Sells

1
+$1.34B
2
+$1.11B
3
+$939M
4
JNJ icon
Johnson & Johnson
JNJ
+$886M
5
NVDA icon
NVIDIA
NVDA
+$871M

Sector Composition

1 Financials 16.24%
2 Technology 16.09%
3 Healthcare 13.29%
4 Consumer Discretionary 10.83%
5 Communication Services 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$548K ﹤0.01%
57,477
2452
$546K ﹤0.01%
+125,500
2453
$541K ﹤0.01%
17,103
-10,128
2454
$532K ﹤0.01%
13,160
-9,425
2455
$530K ﹤0.01%
50,400
-1,029,800
2456
$530K ﹤0.01%
500,000
-231,880
2457
$527K ﹤0.01%
25,459
2458
$523K ﹤0.01%
9,971
+4,174
2459
$520K ﹤0.01%
9,970
-58,039
2460
$509K ﹤0.01%
57,791
+2,791
2461
$504K ﹤0.01%
8,524
+430
2462
$500K ﹤0.01%
61,025
+25
2463
$499K ﹤0.01%
36,975
-1,315
2464
$472K ﹤0.01%
337,372
-14,802
2465
$471K ﹤0.01%
2,584
-7,870
2466
$436K ﹤0.01%
275,000
2467
$430K ﹤0.01%
+108,789
2468
$428K ﹤0.01%
6,045
-1,231,104
2469
$425K ﹤0.01%
293,086
2470
$420K ﹤0.01%
10,551
2471
$408K ﹤0.01%
11,584
-106
2472
$406K ﹤0.01%
6,914
-169,288
2473
$405K ﹤0.01%
50,500
2474
$392K ﹤0.01%
13,900
2475
$390K ﹤0.01%
+20,418
97 98
99
100 101